Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Beta Wealth Group, Inc. | $18.7M |
| 2 | Hartford Financial Management Inc. | $7.0M |
| 3 | Berkeley, Inc | $3.6M |
| 4 | Dynamic Advisor Solutions LLC | $525.7K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.8M | |
| 3 | +$147.8K | |
| 4 | +$125.7K |